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How Do I Edit My Custom Template?

SOLVED
Occasional Participant

How Do I Edit My Custom Template?

So, been banging my head...

 

Seems to me that I should be able to navigate to my Custom Templates, edit a custom template and save it for use in future email sends. Right now, it looks like I have to choose a prior custom template, create an email using it, make the changes to that email, send it to whoever (mom, etc), and THEN after it sends I have the option to save that email as a new Custom Template? Please tell me the process isn't that torturous!

 

Much thanks to anyone who has figured it out...

12 REPLIES 12
CTCT Employee

Re: How Do I Edit My Custom Template?

Hi @DiscoverLeadership,

 

I'm sorry to hear of your frustrations but you are correct in that the only way to utilize the Save as Template function is to access it from the Actions button within a sent campaign:

 

2016-09-28_13-14-58.png

 

 

 

If it is a template that you regularly edit I recommend simply saving it as a draft -- that way you can edit it as often as necessary and just make a copy of it each time you need it for future use. Hope this helps!


Nichelle M
Community & Social Media Support

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Advisor

Re: How Do I Edit My Custom Template?

If you can do any coding at all, then you can save your custom template a different way. This is what I do.

 

First, take your time and build the perfect template with everything you like. 

Go into Advanced Editor, Select All, and Copy.

Open a plain text document in Word Pad or Text Edit or whatever program you use for plain text. (Don't use Word or any similar program. It will trash the white spaces and the code, even in plain text!)

Paste the code into it, and save it as plain text. Make sure it has a .txt ending, or you can use .html if you edit your code by hand.

 

The  next time you want to create a newsletter, start the first screen of a new email, open Advanced Editor, copy the code from the plain text doc and paste it into the Advanced Editor screen. Save and you will see your custom template.

 

This is the cleanest way to keep a perfectly clean copy of your template. If you have any coding skills at all, you can go through and clean it up by hand, getting rid of any excess code. If not, just use it the way it is.

 

If all of this sounds too hard, then another way is to create one newsletter that you like, then the next time, to make a copy of it to start your next newsletter. Each time you recreate, it's best to go back to that original good newsletter so it stays cleaner. If you make copies of copies of copies over time the code will get worse and worse and you'll start to have problems. 

 

Good luck!

 

Occasional Participant

Re: How Do I Edit My Custom Template?

Thanks for this. Seems like the Templates aren't really templates in that respect.

 

Also, getting to the templates is pretty hidden, seems the only way to navigate to them is to start a new email.

 

Just observations for your programming team, thanks!

Occasional Participant

Re: How Do I Edit My Custom Template?

Thanks, I'll do this!

Highlighted
Advisor

Re: How Do I Edit My Custom Template?

No html template is really a template because you can always change the code. But if you use this method, you will keep your code much cleaner, which will prevent it from starting to have glitches for your customers.

Regular Visitor

Re: How Do I Edit My Custom Template?

Is this still possible? I was trying to save a sent email as a template, and I am not seeing the option anymore. Saving "templates" in our draft folder to be copied and made into new emails is messy and annoying. I'd like to have My Templates available and easier to use, edit, and access.

CTCT Employee

Re: How Do I Edit My Custom Template?

@SherylH42

 

Hello!

 

The option to save one of your emails as a template is currently only available on our older editor. I have taken a look at your account and I see that you are currently using our 3rd Generation Editor. I apologize for the inconvenience. I will pass along your feedback to our product development team. In the meantime we suggest adding your draft template to a folder on your campaigns page. Click Here for some more information on using campaign folders.

 

Have a great rest of your day!  

 

Evan G.
Customer Engagement Specialist
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Member

Re: How Do I Edit My Custom Template?

I think you need to make the templates readily editable.  Ridiculous!

Advisor

Re: How Do I Edit My Custom Template?

There's a workaround... Open the custom email in a plain text editor as a .txt doc. Then copy and paste it into the CC's Advanced Editor and save it with the name "Template." You'll have to type over the prior articles, but you'll have a template.  

 

If you start from that template and create a copy each time to start you new campaign, you'll keep a nice, cleanly coded original to work from.

 

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